MIG

McGuire Investment Group Portfolio holdings

AUM $883M
1-Year Est. Return 32.92%
This Quarter Est. Return
1 Year Est. Return
+32.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$673M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$5.45M
3
+$3.87M
4
HON icon
Honeywell
HON
+$1.85M
5
RKLB icon
Rocket Lab Corp
RKLB
+$1.61M

Top Sells

1
+$5.55M
2
+$2.76M
3
+$1.15M
4
IBB icon
iShares Biotechnology ETF
IBB
+$972K
5
PLTR icon
Palantir
PLTR
+$431K

Sector Composition

1 Technology 32.64%
2 Healthcare 14.21%
3 Financials 9.64%
4 Industrials 7.44%
5 Consumer Staples 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.3M 6.28%
390,092
+1,288
2
$32.1M 4.77%
349,651
+59,489
3
$32M 4.75%
634,813
+108,187
4
$25.5M 3.79%
114,703
-177
5
$23.1M 3.43%
150,426
+413
6
$22.6M 3.36%
219,914
+1,510
7
$21.6M 3.21%
95,324
+515
8
$21.5M 3.19%
57,713
+632
9
$21.4M 3.18%
294,481
-7
10
$18.6M 2.76%
19,641
-66
11
$18M 2.67%
47,920
-320
12
$17.8M 2.65%
122,929
+480
13
$17.5M 2.6%
207,639
-5,103
14
$17.3M 2.56%
85,578
+1,354
15
$16.5M 2.45%
33,177
+745
16
$13.6M 2.02%
44,663
-2
17
$13.6M 2.02%
154,646
+2,360
18
$11.6M 1.73%
23,446
+6
19
$11.4M 1.7%
43,119
+303
20
$10.9M 1.62%
104,044
+2,353
21
$10.7M 1.59%
43,249
+593
22
$10.6M 1.57%
66,129
+221
23
$10.4M 1.54%
132,803
+210
24
$10.3M 1.53%
10,867
+55
25
$9.89M 1.47%
51,974
+564
1
2 3 4 5